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Best financial advisors in Florence, KY

Registered advisers within 25 miles of Florence, KY.

Offices
688
Firms
260
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.11M
3,111,655 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
EQUITABLE ADVISORS, LLC
SPC
ADVISOR SHARE WEALTH MANAGEMENT, LLC
EDWARD JONES
SILVER OAK SECURITIES, INCORPORATED
FORTRESS FINANCIAL PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LINCOLN INVESTMENT
J.P. MORGAN SECURITIES LLC
INDEPENDENT FINANCIAL PARTNERS
U.S. BANCORP ADVISORS, LLC

Investors

ALAN KONCAL
RONALD TODD HARDEN
ROBERT CHEYENNE WALKER
BARRY STEPHEN MILLSON
RAMONA GAYLE RECHTIN
STEPHEN SCOTT HARPER
Bradley A Shipe
Corissa Otten
ERIK STEFFEN HOFFMAN
RYAN LOUIS PITTS
SCOTT C MANN
BRIAN DAVID MANN
JOHN DAVID FRUIN
KEVIN BLAINE WIDENER
STEVEN FRANCIS KNAPP
ROBERT PAUL BOSWELL
MEGEAN AMANDA CALDWELL
CHARLES THOMAS WIMSATT
Michael Thomas Murphy
CHRISTA LINN KNOLLMAN
SAMUEL DAVID DINN
Jacqueline Navide LeVoir
DAVID JOEL COPPAGE
DAVID EDWIN TRENDLER
WILLIAM CARLSON NAGY
Sarah Smart
Ryan Stallkamp
DANIEL NATHAN DURR
CRAIG ALLAN MIDDENDORF
Scott Lee D'Amico
RANDOLPH EARL RAILEY

Within 25 miles of Florence, KY, Best Investors lists 260 registered investment advisory firms with 688 offices nearby, managing about $16.2T in combined regulatory AUM across 3,111,655 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Florence

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM